Vanguard Total Stock Market ETF shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $559k | 2.2k | 259.90 |
| 2023-12-31 | $510k | 2.2k | 237.22 |
| 2023-09-30 | $457k | 2.2k | 212.41 |
| 2023-06-30 | $483k | 2.2k | 220.28 |
| 2023-03-31 | $447k | 2.2k | 204.10 |
| 2022-12-31 | $419k | 2.2k | 191.19 |
| 2022-09-30 | $393k | 2.2k | 179.29 |
| 2022-06-30 | $413k | 2.2k | 188.41 |
| 2022-03-31 | $499k | 2.2k | 227.65 |
| 2021-12-31 | $529k | 2.2k | 241.33 |
| 2021-09-30 | $487k | 2.2k | 222.07 |
| 2021-06-30 | $489k | 2.2k | 222.98 |
| 2021-03-31 | $453k | 2.2k | 206.57 |
| 2020-12-31 | $427k | 2.2k | 194.71 |
| 2020-09-30 | $373k | 2.2k | 170.16 |
| 2020-06-30 | $343k | 2.2k | 156.48 |
| 2020-03-31 | $283k | 2.2k | 129.11 |
| 2019-12-31 | $368k | 2.2k | 163.70 |
| 2019-09-30 | $465k | 3.1k | 151.07 |
| 2019-06-30 | $363k | 2.4k | 150.12 |
| 2019-03-31 | $350k | 2.4k | 144.75 |
| 2018-12-31 | $309k | 2.4k | 127.79 |
| 2018-09-30 | $362k | 2.4k | 149.71 |
| 2018-06-30 | $340k | 2.4k | 140.61 |
| 2018-03-31 | $330k | 2.4k | 135.91 |
| 2017-12-31 | $333k | 2.4k | 137.15 |
| 2017-09-30 | $314k | 2.4k | 129.32 |
| 2017-06-30 | $302k | 2.4k | 124.38 |
| 2017-03-31 | $295k | 2.4k | 121.50 |
| 2016-12-31 | $280k | 2.4k | 115.37 |
| 2016-09-30 | $270k | 2.4k | 111.25 |
| 2016-06-30 | $260k | 2.4k | 107.13 |
| 2016-03-31 | $361k | 3.4k | 104.76 |
| 2015-12-31 | $359k | 3.4k | 104.21 |
| 2015-03-31 | $145k | 1.4k | 107.34 |
| 2014-12-31 | $146k | 1.3k | 108.11 |
| 2014-09-30 | $134k | 1.3k | 99.10 |
| 2014-06-30 | $11k | 111 | 99.10 |
| 2014-03-31 | $11k | 111 | 99.10 |
| 2013-12-31 | $11k | 111 | 99.10 |
| 2013-09-30 | $10k | 111 | 90.09 |
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